Chief Financial Officer

1 day ago

Guntur, India Unique Wealth Strategies Full time

Position: CFO

Location: India (remote/hybrid for first two years; potential U.S. transition or global role thereafter)

Visit our Website: www.uniquewealthstrategies.com

Experience: Minimum 10 years in accounting and leadership roles, with significant experience in building and managing accounting units. Preferred experience in U.S. tax preparation and CFO services for a U.S.-based firm.


About the Role


We are seeking a dynamic and experienced Chartered Accountant (CA) and/or MBA to join our team as a pivotal member of UWS. This individual will play a central role in shaping and expanding our accounting, tax, and CFO services division. Starting with a two-year tenure in India, this role involves immersive learning across the organization, from client acquisition to delivering a top-tier client experience.


The ultimate vision for this role is to lead the establishment of an in-house accounting and CFO services unit, transitioning from external resources to a fully internal operation. Over time, this person will grow into the CEO of UWS Accounting, Tax, and CFO Services, driving growth, innovation, and client excellence.


Key Responsibilities


1. Organizational Learning:

• Gain a deep understanding of the firm’s operations, including client acquisition (finding), service delivery (grinding), and relationship management (minding).

• Work closely with various teams to understand UWS’s unique approach to providing exceptional client experiences.

2. Financial Oversight:

• Serve as the inside CFO for UWS, managing financial operations in collaboration with external accounting firms.

• Oversee budgeting, financial planning, reporting, and compliance for the organization.

3. Building the Accounting Unit:

• Develop a roadmap for creating an internal accounting arm focused on U.S. tax and CFO services.

• Recruit, train, and manage a high-performing team to support the vision.

• Establish processes, systems, and workflows to ensure scalability and efficiency.


Growth and Expansion (After 24 Months)

1. Transitioning to In-House Services:

• Lead the transition from external to in-house accounting, tax, and CFO services.

• Build and refine the service delivery model to meet client needs with precision and excellence.

2. Leadership & Vision:

• Assume the role of CEO for UWS Accounting, Tax, and CFO Services.

• Drive business growth, oversee client engagements, and ensure financial performance targets are met.

• Represent UWS in client and industry engagements, establishing the firm as a leader in accounting and CFO services.

3. Strategic Development:

• Identify opportunities for expanding the service portfolio, including tax advisory, CFO consulting, and financial planning services.

• Stay updated on industry trends, ensuring the division remains competitive and innovative.


Required Qualifications

• Educational Background:

• Chartered Accountant (CA) and/or MBA in Finance or Accounting.

• Additional certifications (CPA, CMA, or equivalent) are a plus.


Experience:

• At least 10 years of experience in accounting, tax preparation, and financial management.

• Proven track record of building and managing accounting units, preferably for U.S.-based clients.

• Technical Expertise:

• Strong knowledge of U.S. tax laws, compliance, and reporting requirements.

• Proficiency in accounting software and financial management tools.

Leadership Skills:

• Demonstrated ability to lead teams, manage projects, and drive strategic initiatives.

• Excellent communication, problem-solving, and decision-making abilities.

• Cultural Fit:

• Entrepreneurial mindset with a passion for building and scaling businesses.

• Commitment to delivering exceptional client experiences.

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